Institutional Ownership Southern CO (SOJE)
This table provides information about the institutional ownership of Southern CO (SOJE). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 110,232 shares, which have been reported (via 13F filing form) to have a value of $2.23 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50,766
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2023
Reduced 3.97%
|
|
|
Kingfisher Capital LLC
|
May 15, 2024 Q1 2024 |
24,252
shares
|
$490,860
0.12% of portfolio
|
Q1 2024
Reduced 15.46%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,114
shares
|
$488,067
0.11% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
10,100
shares
|
$204,423
0.07% of portfolio
|
Q1 2021
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
1,000
shares
|
$20,240
0.0% of portfolio
|
Q1 2024
New holding
|